28 financial consultant jobs found

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We’re looking for a technically strong workers compensation underwriter to help steer a growing portfolio of WC programs. You’ll be the go-to expert for complex WC referrals and program questions, directly impacting profitability, volatility, and partner experience across our book. What you’ll do Underwrite complex WC program and large account referrals end-to-end (exposures, losses, structure, and pricing recommendations). Use internal pricing tools,...

Job Description: We are looking to add a Client Service Consultant, Team Lead to join our Select team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend Insurance Carrier Meetings, as required. Independently lead client renewal meetings, as required. Take ownership and lead accounts start to finish, including service center and non-service center; may have some Client Service Specialist support. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Consultant with the team, including producers as necessary, for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Underwriting Consultant, Field, Ag & Commercial, Farm Family At Farm Family, we invite you to elevate your career as an Underwriting Consultant, Field, Ag & Casualty, joining a vibrant team with a bold vision for growth and innovation based out of your home office within the states of Illinois, Iowa, Wisconsin, Nebraska, Minnesota, Idaho, Oregon, or Washington.  This position is required to travel throughout the state as needed. Make Your Mark at Farm Family Are you ready to be a...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items...

Job Description: We are looking to add a Sr. Workers’ Compensation Claims Specialist, Supervisor to join our Creative Risk Solutions team. The ideal candidate will have jurisdictional experience in multiple states . This team member will provide high quality claims handling oversight and expertise for all CRS customers on litigated and complex claim situations. This includes assisting staff supervised with investigating, communicating, evaluating, and resolving claims utilizing the CRS Best Practice of Claim Handling. Assisting claim staff with goals, career pathing, and ensuring engagement.   Essential Responsibilities: Claims Management: Adjudicate claims during staffing shortages, investigate, and negotiate settlements per “Best Practices for Claims.” Monitor and document claim files, focusing on Coverage, Investigation, Reserves, Plan of Action, Legal, and Medical Management. Recommend adjustments as needed. Research and respond to questions...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from...

Job Description: We are looking to add a Sr. Workers’ Compensation Claims Specialist, Supervisor to join our Creative Risk Solutions team. The ideal candidate will have jurisdictional experience in multiple states . This team member will provide high quality claims handling oversight and expertise for all CRS customers on litigated and complex claim situations. This includes assisting staff supervised with investigating, communicating, evaluating, and resolving claims utilizing the CRS Best Practice of Claim Handling. Assisting claim staff with goals, career pathing, and ensuring engagement.   Essential Responsibilities: Claims Management: Adjudicate claims during staffing shortages, investigate, and negotiate settlements per “Best Practices for Claims.” Monitor and document claim files, focusing on Coverage, Investigation, Reserves, Plan of Action, Legal, and Medical Management. Recommend adjustments as needed. Research and respond to questions...

Job Description: Tax Manager, West Des Moines, Iowa We are looking to add a   Tax Manager to join our Finance team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function:       The purpose of this position is to oversee all activities in the Tax finance function as required by the company and external regulators. Responsibilities will include tax research and planning, income tax and indirect tax compliance, and assisting with other areas such as tax incentives and employment tax.    Essential Responsibilities:   Oversee all activities of the tax function to ensure accurate and timely management of all tax components including direct and indirect tax filings, reconciliation, and payments; External Partner relationship management; Shareholder relations; Tax projections; Tax Research and process...

Job Description: Creative Risk Solutions is seeking a detail-oriented, customer-focused Bilingual Receptionist to join our team. This role serves as a key point of contact for customers and internal partners while providing administrative support to ensure efficient daily operations. Because this position regularly assists Spanish-speaking customers, fluency in both English and Spanish is required . Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Serve as the primary receptionist, working closely with the administrative team to support daily business functions. Answer and route incoming calls, including handling overflow and backflow calls as...

Job Description: Creative Risk Solutions is seeking a detail-oriented, customer-focused Bilingual Receptionist to join our team. This role serves as a key point of contact for customers and internal partners while providing administrative support to ensure efficient daily operations. Because this position regularly assists Spanish-speaking customers, fluency in both English and Spanish is required . Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Serve as the primary receptionist, working closely with the administrative team to support daily business functions. Answer and route incoming calls, including handling overflow and backflow calls as...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Liability Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients.   Essential Responsibilities: Review coverage for commercial auto and general liability claims. Adjudicate claims, investigate bodily injury/liability claims, and negotiate settlements using "Best Practices for Claims." Maintain accurate loss information and establish/maintain reserves within authority. Research and respond to questions and complaints from insureds, claimants, agency partners, and carriers. Monitor...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Liability Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients.   Essential Responsibilities: Review coverage for commercial auto and general liability claims. Adjudicate claims, investigate bodily injury/liability claims, and negotiate settlements using "Best Practices for Claims." Maintain accurate loss information and establish/maintain reserves within authority. Research and respond to questions and complaints from insureds, claimants, agency partners, and carriers. Monitor...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Maine, Connecticut, and New Jersey is required.   Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Maine, Connecticut, and New Jersey is required.   Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Helps turn complex risk challenges into practical, tailored solutions for customers. The Senior Consultant, Underwriting Practice will support the development and execution of captive and alternative risk strategies by working across underwriting, product, sales, and key business partners. This role is ideal for someone who brings strong analytical thinking, business acumen, and curiosity about creative risk financing solutions. It’s an opportunity to help build a...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Louisiana and Mississippi is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Louisiana and Mississippi is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...